1 institutions reported holding $460,794 of THE OSTERWEIS STRATEGIC INCOME FUND (OSTIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($460,794). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $460,794 | 41,253 | New |
Source: SEC Form 13F filings · as of 2026-06-30